Overview of Transaction

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• Established in 1952, Moulton Insurance Agency, Inc. (Moulton) is a retail insurance agency with offices in Ware and Belchertown, Massachusetts.

• For nearly 70 years, Moulton has been serving the New England region offering predominantly small commercial and personal property & casualty insurance products.

• Moulton agreed to partner with PCF Insurance Services (PCF). Headquartered in Woodland Hills, CA, PCF is a rapidly growing full-service insurance brokerage agency that has recently partnered with private equity firm HGGC to accelerate growth.

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Significance of Transaction

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• Through the partnership with Moulton, PCF extends its presence in the northeast marketplace. The partnership creates long-term synergies due to their shared culture and seamless product fit.

 

Sica | Fletcher's Role

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• Moulton Insurance Agency, Inc. engaged Sica | Fletcher to serve as its exclusive strategic and financial advisor.

• Sica | Fletcher explored several strategic options for Moulton, ultimately culminating in a partnership with PCF.

• This transaction further highlights Sica | Fletcher’s strong relationships with private equity firms and the brokerages they support. Sica | Fletcher previously represented PCF in its partnership with HGGC.